Sales dashboard examples

This dashboard focuses on the Sales Manager’s progress toward their monthly revenue targets. They can quickly track performance so far, including the deals that have been closed. The dashboard also shows the total value of the immediate pipeline, including the accounts that make up the pipeline. This helps them to calibrate how likely it is they will hit their monthly targets, or if they need to take a different course of action. For added context, the dashboard also includes revenue figures from previous months, including a green status indicator showing the months where the target has been achieved.

Many Sales Managers need to track metrics at multiple points of the sales process. The dashboard above is used by a company which supplies new offices and buildings with designer furniture. As a result, there is normally a 2–3 month gap between orders being placed and the actual installation of the product, at which point the invoice is issued. This means their dashboard needs to track both invoices issued and orders completed each month. The ’total order book’ refers to orders which have been placed which have not yet been invoiced.

This dashboard focuses on the Sales Manager’s responsibility to manage and support their direct reports. It gives a clear overview of how individuals are progressing towards their targets, meaning the Sales Manager can quickly identify issues and provide extra support when needed. In addition to overall revenue targets, this dashboard shows secondary metrics such as conversion rate and average order value. This Sales Manager has decided to create a benchmark for what they consider to be a good Average Sale Value ($4.5k), perhaps to focus the team’s attention on upselling and/or high-value customers.

This dashboard is used by a Sales Manager who manages a sales team set up to process a high volume of inbound leads. In a fast-moving environment, there’s a much greater need to monitor the status of current performance and respond to issues as they arise. As a result, this dashboard focuses on important real-time metrics such as average close time and currently unassigned leads.

This sales pipeline dashboard breaks activity down into two timeframes. The top half focuses on activities the sales team has undertaken in the past week. By including metrics such as first contacts made, demos by rep and closed deal performance, the Sales Reps are able to see when they’re going to hit target, or when they need to up their game.

The lower half of the dashboard focuses on performance over the quarter and specifically breaks down the pipeline into a bar chart. This is a good way of visualizing how deals are moving through the various stages in the purchasing process. It allows the Sales Manager to see if any stage is slowing down or blocking deals moving forward.

By using status indicators on closed deals this week and average deal value, you’re able to highlight critical changes to KPIs before they impact the quarterly target.

Perhaps the most common form of sales competition is the basic leaderboard. In the dashboard example above, a team of realtors are responsible for selling properties in a new housing development. In addition to the usual financial incentives, the team leader has created a sales dashboard to encourage healthy competition between the team. Especially for longer projects, this creates more regular opportunities for recognition — in this case, a Realtor of the Month competition.

Some sales teams take the competition dashboard one step further, using images and visual elements to create a stronger sense of ownership and competition. In the example above, the sales team is tracking both cumulative and weekly performance. They have also devoted a large proportion of the dashboard to highlighting the individual performance of each salesperson. The sparklines help you see how individual performance is changing over time.

Not all sales competitions need to be a straightforward leaderboard. Introducing an element of chance can make sales competitions even more engaging. One way to do this is by creating a competition where good performance — such as a sale, a new lead, or even a positive customer review — wins a ticket in a raffle, entered into a prize draw at the end of the week.

In the dashboard above, the Sales Manager has taken it one step further: every sale above $5k wins a golf ball. At the end of the week, the team plays one hole of office putt-putt golf. These competitions lift morale and keep a team motivated, and chance elements mean everyone has a shot at winning — even the less experienced team members.

Splitting your salesforce into two and pitting them against each other for a one-off competition is another fun way to shake things up. You can draw teams out of a hat or even assign captains to pick teams, draft-style. As well as challenging your team to approach work differently, it involves all members — including more junior staff — and gets different people working together.

This dashboard displays a snapshot of the company’s sales activity over the past 28 days, structured in the form of a sales funnel: lead generation at the top, lead nurturing in the middle, and lead conversion at the bottom.

Increased revenue is the ultimate goal, but tracking sales activity helps the team understand how and why that revenue is changing. In this case, even though they are completing more calls than last month, those calls are proving less effective — potentially related to a drop in average call duration. By using this dashboard, they can anticipate a decrease in activity further down the funnel and start to address it now.

This dashboard also shows sales activity in the context of the overall sales funnel, but with two notable differences. First, this sales team is not responsible for lead generation — it’s their responsibility to process Marketing Qualified Leads (MQLs), take forward Sales Qualified Leads (SQLs), and convert them into new business. As a result, this dashboard includes useful live status updates, such as average time to respond to new leads and how many new MQLs have yet to be processed.

Second, this dashboard breaks sales activities down by individual team member. In addition to deals closed this month, it shows activities such as product demos given and follow-up activity. This helps the Sales Manager understand how the team is spending its time, especially if other tasks are getting in the way.

This dashboard focuses on the movement of sales opportunities through the pipeline. The members of the sales team use a CRM to record and keep track of their own opportunities, but they also use this live dashboard to make sure the entire team is regularly up to date on the full picture.

This dashboard uses pipeline weighting to give a more accurate picture of expected revenue conversion. For example, $230k worth of opportunities at the 50% stage will be weighted at $115k. In this example, it’s looking likely they’ll hit their quarterly target based on late-stage opportunities, but the lack of early-stage pipeline will be a concern — at least the team is now aware and can prioritize accordingly.

This dashboard is used by an Account Manager at a SaaS company. They are responsible for successfully onboarding new customers, encouraging existing customers to upgrade their plan, and working with accounts at risk of cancelling their subscription.

On the whole, this dashboard shows things are going well. New accounts, upgrades, and low churn are contributing to an increase in MRR. The onboarding process has also gone smoothly this month, hitting the target for average days to fully onboard and achieving a CSAT score of over 90%.

However, the dashboard is also highlighting a potential risk to future MRR: over 100 accounts have not engaged with the platform in over 45 days — a sign they are likely to churn — including several premium accounts. The total MRR at risk from these accounts is over $15k. Fortunately, this Account Manager is now aware and able to take pre-emptive action.

Here we have a classic example of a product performance dashboard from a boutique home appliances company. Like most sales dashboards, this still tracks total revenue — in this case, against an annual target of $3.6 million. However, this dashboard also breaks down how the performance of each product is contributing to that revenue figure. As we can see, the Freyr product has been outperforming all others this year. And in what would otherwise look like a relatively stable year for revenue, we can see there has actually been a huge decline in two products, with an emerging product making up the shortfall.

This individual sales rep dashboard visualizes key data that allows this rep to optimize their performance and meet their goals. The most important metric is the value of deals closed, with weekly, monthly, and quarterly goals to hit in order to receive their bonus.

Also included is their current pipeline, so they can see what they have moving through various stages of the buying journey, alongside their top opportunities as motivation to stay on top of key prospects. Activity data has been included to build awareness and accountability for the actions needed to close deals — when activities in one area drop, the effect is visible across the pipeline stages.

This dashboard has been created for an individual SDR to monitor their prospect creation performance. On the left are the key metrics the SDR is focused on — total prospects created — monitored over the week, month, and quarter in order to hit their targets.

The middle section covers activity for the week, including the average number of follow-up attempts made to prospects and the total number of each activity completed. On the right, three column charts break out prospect data by ideal customer profile — showing the SDR where they need to invest more attention when building prospect pools.

This dashboard is designed to provide a clear overview of company business KPIs, from revenue figures to activity in the sales pipeline. It pulls data from several Salesforce reports and visualizes those metrics in a way where it’s easy to see the company’s progress — and it’s the perfect dashboard to display on a TV in the office. In the top left, quarterly revenue against target keeps the entire team focused on their main goal. Pipeline data, biggest deals, and top-performing sales executives help everyone stay aware of how their work is positively impacting the business.

This dashboard shows how Geckoboard lets you display Salesforce data alongside metrics from other sources. Here, Salesforce metrics sit alongside website analytics from Google Analytics, giving both sales and marketing teams a shared view of performance at every stage of the funnel. Without a dashboard like this, it’s common for sales people to have no access to Google Analytics and marketers to have no access to Salesforce — this view breaks down that silo.

Like the previous dashboard, this example shows how you can visualize metrics from different data sources in one place. Here, the company is combining metrics from their sales team who use Salesforce with their online store running on Shopify — two separate revenue streams in a single view. Being able to see key metrics from both sources helps teams develop a more holistic understanding of how the business is performing over time.